Kelly Jo Richardson | MBA, CPA
Kelly Jo—BA from Carthage College, MBA from Keller Graduate School and MSA (emphasis in Tax) from Kaplan University. Worked in corporate finance for 10 years prior to starting her own firm in 2008. This firm has evolved to Heritage Tax today.
Danny Richardson | Enrolled Agent
Danny–BA in Financial Management from Phoenix University. Completed the Enrolled Agent certification in 2020. Started with the firm in 2016.
Kyla Keyport | Payroll Manager
Kyla—working toward her Payroll Certification. Started with the firm in 2008. Kelly Jo’s right arm for the last 15 years.
Chris Vincent | Tax Preparer
